Position: Managing Director (Senior Insurance Advisor)
Location: United States 
Company: NFP Insurance Solutions

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About Us
NFP Insurance Solutions is a leading life insurance brokerage firm dedicated to serving ultra-high-net-worth individuals and their advisors. We specialize in tailored strategies that safeguard wealth, optimize financial security, and create long-lasting legacies. With a team recognized for industry excellence—including Forbes Best-in-State and Best-in-Nation Financial Security Professionals—we are at the forefront of innovation and expertise in the life insurance and financial planning landscape.

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Position Summary
The Managing Director at NFP Insurance Solutions plays a critical role in driving business growth through direct client engagement, fostering relationships with trusted advisors, and delivering customized life insurance solutions. This individual will leverage their expertise and industry knowledge to support the firm’s commitment to excellence in underwriting, plan design, and wealth preservation.

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Key Responsibilities

• Develop and nurture relationships with advisors and ultra-high-net-worth clients, serving as a trusted resource to uncover and implement tailored life insurance strategies.

• Leverage expertise in life insurance products, estate planning techniques, and tax-efficient solutions to identify and drive new business opportunities.

• Expand the firm’s reach by identifying opportunities for client engagement, establishing strategic partnerships, and maintaining a strong presence within financial and estate planning communities.

• Lead impactful meetings and presentations for clients, advisors, and industry partners to enhance relationships and support business development efforts.

• Collaborate with internal case design, underwriting, and service teams to deliver customized strategies, ensuring exceptional service and clear communication with clients and advisors.

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Qualifications

• Active life insurance license required.

• Minimum of 10 years of experience in life insurance sales, estate planning, or financial services.

• Proven ability to work directly with high-net-worth individuals and their trusted advisors.

• Deep understanding of life insurance products, advanced planning strategies, and underwriting processes.

• Strong interpersonal and communication skills with a consultative approach to client interactions.

• Entrepreneurial mindset with the ability to identify opportunities and drive growth.

• Ability to work independently and manage complex client relationships.

• Alignment with our core values and our approach to life insurance planning.

• Bachelor's degree required; advanced degrees or certifications (e.g., JD, CPA, CLU, CFP, CFA, CPWA) preferred.

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What We Offer

• Competitive compensation and benefits package.

• A dedicated case design, underwriting, service, and marketing team to support your success.

• Access to cutting-edge resources, tools, and support through Partners Financial and NFP’s extensive network to succeed in a highly specialized market.

• Opportunity to work with a team of recognized industry leaders known for delivering innovative solutions and driving exceptional outcomes.

• A collaborative culture dedicated to achieving impactful results.

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Join Us
If you are an experienced professional passionate about delivering innovative solutions and exceptional service to high-net-worth individuals, we invite you to join our team. At NFP Insurance Solutions, you’ll find a collaborative and supportive environment where your expertise will make a meaningful impact. Together, we help our clients protect and preserve their wealth for generations to come.